Investment Business Manager - New Business
Location: Hybrid role HQ in North West
Salary: £45k
Key Responsibilities:
1. Provide technical product support on the onshore bond both internally and externally to advisers.
2. Compare onshore bonds to other investments and product wrappers.
3. Support the distribution of onshore bond new business.
4. Educate staff of partners and advisers to improve customer outcomes.
5. Deliver technical support with onshore bond introducers/advisers.
6. Share knowledge of the taxation of onshore bonds and their use in tax planning.
7. Conduct training for platform partner distribution and other staff.
8. Facilitate advisor webinars.
9. Respond to ad-hoc technical queries from internal & external advisers.
10. Attend conferences and support partners as appropriate.
11. Develop and maintain a portfolio of adviser-facing technical education material for the onshore bond.
Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.
By applying for this role, your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
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